# WYZE Wealth Advisors

WYZE Wealth Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 329413
- **SEC file number:** 801-129933
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329413

## About

WYZE WEALTH ADVISORS, LLC is an SEC-registered investment adviser in Canonsburg, PA, registered since 2024. The firm manages $265 million in assets, with $255 million on a discretionary basis. It has 5 employees and 3 investment advisers.

## Questions

### What investment strategy does WYZE Wealth Advisors pursue?

No investment strategy, asset-class mix, or stage coverage is publicly disclosed. Without a website, regulatory filings, or named operators, the firm's mandate remains unobservable to external diligence. Any strategy claims should be obtained directly from principals.

### Are there any known portfolio companies or co-investors associated with WYZE Wealth Advisors?

No portfolio companies, co-investors, or deal activity are publicly attributable to the entity. Institutional databases and public filings return no documented transaction history for this name.

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Last updated: 2026-07-06T01:24:29.251Z

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